Infrastructure Secondaries Daily
Infratil’s A$18.5B CDC Mark Tests Infra NAVs
Tuesday, July 7, 2026 · 8 min
Infratil marked CDC up 23.6% to A$18.5 billion as contracted capacity topped 1GW, putting private-infra NAV discipline back in focus while New York real estate owners lean harder on GP-led recaps and joint-venture stakes to recycle scarce equity.
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Show notes
Infratil marked CDC up 23.6% to A$18.5 billion as contracted capacity topped 1GW, putting private-infra NAV discipline back in focus while New York real estate owners lean harder on GP-led recaps and joint-venture stakes to recycle scarce equity.
In this episode
- IFT: Infratil CDC Valuation Jumps 23.6% to A$18.5B — Stockwirex
IFT: Infratil CDC Valuation Jumps 23.6% to A$18.5B # Infratil Ltd CDC Stake Rises A$1.76B as Contracted Capacity Tops 1GW By Josua Ferreira- 6 July 2026 Infratil Ltd Foreign Exempt Nzx Company Hub Impact Score 8/10 About This Data This is a special feature article produced for our partner. ## CDC valuation jumps 23.6% to A$18.5 billion on data centre demand surge Infratil Limited has…
- Step Back — If Infratil can mark CDC up 23.6% to A$18.5 billion, what actually makes a private infrastructure asset’s net asset value move that much — and how do secondary buyers decide whether that new mark is hard price discovery or just optimism?
Background sources
- CDC Independent Valuation – 30 June 2026 | BusinessDesk — Graham Skellern
- Infrastructure valuation: a checklist for sponsors - Gridlines — Gridlines
- Infratil boosts earnings as CDC dominates valuation, One NZ dominates profit contribution - NZ Herald — Chris Keall
- Infrastructure Secondaries Are Becoming Structural: Why Operational Execution Is Now the Deciding Factor - Alter Domus — Alterdomus
- Infrastructure secondaries | Allianz Global Investors — Allianz Global Investors
- Infrastructure Secondaries Hit Their Stride: A Once-Niche Corner of the Market Could Reach $30 Billion in 2026 | Jefferies.com — amarx
- Infratil’s data centre giant CDC preps $1b hybrid deal — Sarah Thompson
- Joint Efforts: Dearth Of Equity Investors Pushes NYC CRE's Biggest Players To Team Up — Bisnow
Joint Efforts: Dearth Of Equity Investors Pushes NYC CRE's Biggest Players To Team Up - United States News - New York Real Estate News Contact Us Edit Story News # Joint Efforts: Dearth Of Equity Investors Pushes NYC CRE's Biggest Players To Team Up New York Capital Markets New York Capital Markets July 06, 2026 | 5:37 p.m. ET New York City’s top real estate owners are suddenly more…